Fireside Chat with Jennifer Wines, at the World Family Office Forum—to Talk Values, Goals, and Legacy in Multigenerational Families

Last week, in swoon-worthy Switzerland, the World Family Office Forum hosted an exceptional gathering for family businesses and family offices. I was honored to join for a fireside chat on “Wealth Beyond Money: Defining Values and Purpose in Multi-Generational Families."

”During this fireside chat, Rich Robinson ignited and flamed a dynamic conversation, as we talked about how families can align their financial wealth with their personal values, long-term goals, and legacy—to endure across generations. Here are a few nuggets we explored:

✔️ The wealth conversation is expanding, becoming increasingly multi-dimensional and increasingly multi-generational.

✔️ The transfer of value is important, but so is the transfer of values.

✔️ The transfer of money is important, but so is the transfer of meaning.

✔️ The transfer of liquidity is important, but so is the transfer of legacy.

✔️ As a result, family members are increasingly interested in getting clear on their values, meaning, and legacy—getting clear on the assets beyond the balance sheet.

If you’re exploring how to clarify your values, goals, and legacy—I’m happy to share the frameworks I’ve developed to help individuals and families navigate this rich exploration. Just drop me a line.

🙏 A big thank you to Alex Burgess and Simon Baskerville for having me! Congratulations on such a special gathering!

🙃 And Rich Robinson, I wish you were in this picture! We’ll need to do another chat, soon, for photo op number two!